0330 038 8940
Based in Shrewsbury
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FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
David has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
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David has not yet added their qualifications to their profile
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
David has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
David has not yet added their qualifications to their profile
Qualifications not yet added
David has not yet added their qualifications to their profile
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My name is David Jamieson, and I am an Independent Financial Adviser for 2020 Financial Advice. Having achieved level 6 or Chartered status. Prior to becoming a Independent Financial Adviser, I graduated from Exeter University with a BSc in Economics followed by a MSc in Finance & Investment. The four main areas I assist my clients with are Pensions and Retirement Planning, Investments, Protection and Trusts/Estate/Inheritance Tax Planning. This may be helping a client who wises to save and invest money, in order to grow their wealth above that of a savings account. Or it may be to assist someone who wants to retire, to give them an idea of how much they will be able to retire on and to plan their income as tax efficiently as possible. Or perhaps to assist an elderly client mitigate or completely remove a liability to inheritance tax. I like to meet all my clients before I help them, as this allows us to get to know one another and whether or not we would work well together. This meeting is not chargeable. Whilst not in work, I take a great interest in sport, especially football & golf. I also enjoy going to the gym and taking my dog on hikes.
Offers available through VouchedFor
Contact David through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About David's clients
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Clients' level of financial expertise
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Clients' level of financial expertise
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